Bitcoin Investment Products Draw Over $2 Billion in Weekly Inflows as Institutional Demand Surges

Record Weekly Inflows Signal Strong Institutional Appetite

Cryptocurrency exchange-traded products experienced their strongest week of 2026, drawing $2.17 billion in inflows during a period of heightened institutional activity ^[2]. The weekly performance represents the largest gains recorded since October, according to European crypto asset manager CoinShares ^[2].

Bitcoin-focused investment vehicles dominated the inflows, capturing $1.55 billion or more than 71% of the total weekly gains ^[2]. Ethereum products followed with $496 million in inflows, surpassing the combined total of all crypto products from the previous week ^[2].

However, the week ended on a more cautious note, with Friday witnessing $378 million in outflows amid concerns over Greenland geopolitical tensions and renewed tariff worries, according to James Butterfill, CoinShares' head of research ^[2]. "Sentiment was also weighed down by suggestions that Kevin Hassett, a leading contender for the next US Fed Chair and a well-known policy dove, is likely to remain in his current role," Butterfill noted ^[2].

Strategy Signals Imminent Bitcoin Purchase

Michael Saylor indicated that Strategy is preparing for another Bitcoin acquisition that would push the company's holdings beyond 3% of Bitcoin's total supply ^[1]. Saylor posted "Bigger Orange" on X, a phrase he has historically used before announcing new Bitcoin purchases ^[1].

Strategy currently holds approximately 687,410 Bitcoin, representing roughly 3% of Bitcoin's maximum supply of 21 million coins ^[1]. The company has executed more than 94 Bitcoin purchases since 2020, with an average acquisition price of around $75,000 per Bitcoin ^[1].

In the previous week alone, Strategy purchased 13,627 BTC for approximately $1.25 billion, utilizing a combination of debt, equity, and cash ^[1]. With Bitcoin trading near $95,000, the company's unrealized gains have grown substantially ^[1].

Market Performance and Institutional Activity

Despite Strategy's expanding Bitcoin holdings, the company's stock performance has not fully mirrored this growth ^[1]. MSTR shares rose approximately 4% over the past week and gained more than 12% year-to-date, trading near $174 at the time of reporting ^[1]. Over a five-year period, MSTR has gained more than 180% ^[1].

Investor confidence received a boost after MSCI decided against changing its index rules, eliminating uncertainty surrounding Strategy's market position ^[1]. Many investors now view MSTR as a leveraged proxy for Bitcoin, with the stock frequently experiencing sharper movements when Bitcoin rises or when Strategy announces new acquisitions ^[1].

Geographic and Issuer Breakdown

Among major fund issuers, BlackRock's iShares exchange-traded funds led the weekly inflows with $1.3 billion, followed by Grayscale Investments at $257 million and Fidelity Investments at $229 million ^[2].

Geographically, the United States dominated with $2 billion in inflows, while Sweden and Brazil experienced minor outflows of $4.3 million and $1 million, respectively ^[2].

Altcoin-focused products also attracted capital, with XRP and Solana funds drawing roughly $70 million and $46 million respectively ^[2]. Smaller cryptocurrencies including Sui and Hedera recorded inflows of $5.7 million and $2.6 million ^[2].

The latest inflows pushed total assets under management in crypto funds above $193 billion for the first time since early November ^[2]. Multi-asset and short Bitcoin investment products were the only categories recording monthly outflows, totaling $32 million and $8.6 million ^[2].